Lori Larson is a PFS-designated registered investment advisor at Avantax Planning Partners, INC., based in Box Elder, SD, with 2 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
14971 224th St, Box Elder, SD, 57719
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori is a board member for West River Estate and Financial Planning Council, dedicating minimal time. She is also an Investment Advisor Representative with Avantax Planning Partners, Inc. and an Income Partner at Casey Peterson, Ltd., a CPA firm, taking nearly full-time.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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